Business Portal

Enable B2B customers to conduct business online.
Portal Access

Grant customers ‘portal access’ to manage their own profiles; create and follow-up on their own orders and subscriptions; and submit issue tickets. This fully-fledged B2B portal grants customers access to their own billing information and personalized shopping catalog.

Manage Profile

Customers can view and manage their own company profiles including contact methods; locations; and other personal information.

Locations

Customers can manage company locations (branches, warehouses, head office, etc.). They can store location-specific contact persons with their roles and contact information. They can specify location time zones; working hours; and calendars.

Contacts

Customers can create and manage all company contacts, with full profile details such as their location; personal details; contact methods; notes; and interactions. This powerful centralized tool organizes contacts for more informed relationships.

Orders

Customers can view current and past orders and track progress of current orders.

Subscriptions

Customers can view current and past subscriptions.

Shop

Customers can browse available product/service catalogs; add products/services to their carts; and checkout their orders. Customers can only see products/services and prices that are configured for their profile.

Billing

Customers can view all current and past invoices and get a full view of all processed and future payments for any invoice. They can quickly navigate to related orders or apply credit card payments to outstanding payments.

Communications

Customers can view and keep track of all communication (notes, emails, etc.) such as quotes and campaigns you have sent them.

RMA

Customers can create and keep track of all current and past RMA requests. RMAs can only be submitted for completed orders.

Support/Issues

Customers can create and keep track of all current and past issues. Customers can update current issues and respond to CSR inquiries. They can also close or cancel open issues.

Search/Filter

Customers can quickly search and find required invoices; orders; issues; and RMAs. They can use powerful filtering to quickly narrow down required information and easily sort the listed information by the options provided.

Summary

Customers can view current invoices and payment statuses. The Business Portal provides out-of-the-box status views by year; month; or currency for invoiced; paid; unpaid; and other categories.

Export

Customers can easily export their orders; invoices; and issues. The export function is available on all search screens.